5 Minute Set Up
-
Sign Up
To get started, sign up for Zipline by visiting our website. The easiest way to sign in is by using your gmail or apple account. Once you’ve signed up, you’ll be able to access your account and start creating personalized collaboration rooms for your clients.
-
Add Content
Once you’re logged in, it’s time to add the content you want your clients to have. You can add marketing materials, product information, pricing, references and more. Organize your content into folders for easy access and organization.
-
Create a Zipline
Now that you have all your content in place, it’s time to create a Zipline. Simply check the folders you want to send, add the recipient’s information, and a message to go along with it.
-
Customize Your Zipline
You can add a hero image or special client logo to help customize your client’s Zipline and make it truly unique. This is a great way to show your clients that you’ve gone the extra mile to make their experience special.
-
Send Your Zipline
You can send your Zipline via Text, Email or Social Media. Choose the method that works best for you and your client, and send it out.
-
Review Data and Analytics
Finally, sit back and watch the real-time alerts and analytics. Zipline will provide you with valuable insights into how your clients are engaging with your content, and you’ll be able to make informed decisions based on that data.
So there you have it, a quick and easy guide to getting started with Zipline. Sign up today and start streamlining your sales